• 新div OP : The United States Securities and Exchange Commission (SEC) is cracking down on virtual currencies, cryptocurrencies. Chairman Gensler has made the dismissal of Bitcoin ETF approval and working on cryptocurrency regulation part of his election promise. Trump plans to dismiss the chairman before his term ends in 2026 on the first day of his inauguration. It seems that resignation may come even before the chairman's dismissal.

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• 新div OP : Intending to dismiss on the first day of assuming office.

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• 新div OP : As long as VIX and exchange rates are moving, the market direction is likely to be down, so it is advisable to confirm profitable stocks and observe the rise and fall of VIX. Taking positions on stocks that have fallen too much, such as Aplied Materials and Oklo. Earnings may decline significantly for semiconductors. Stocks that are falling may continue to move, so they might still be risky.

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• 新div OP : Fear has risen above
  The market consensus is negative
  Stocks you can escape from
  Stocks you can endure
  The year's second half is ending dramatically .

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• 新div OP : They may be intervening in the exchange rate.
  From the low of 139 yen to over 156 yen.
  Statements made during Powell's speech indicate further upward movement.
  It is unnatural for it to move downwards.
  Of course, it is unlikely that intervention will be mentioned during Governor Ueda's speech on the 18th.
  Looking at the range of the exchange rate, it is not very surprising when it will happen.
  It is necessary to see until Monday to what extent the exchange rate will move (゜Д゜≡゜Д゜)?.

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• 新div OP : It's almost certain.

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• 新div OP : If there is no foreign exchange intervention, the stock market will not move this much. Fear is rising, and the Nikkei futures are (゜Д゜≡゜Д゜)? Quite something.
  If it exceeds the oversold line, it should indeed bounce back.

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• 新div OP : Movement in a day
  Feeling that the exchange rate is a little too volatile
  Seeing the trend of continuous decline from the high of over 156 yen
  It feels good to be a little cautious.
  Movement of gold
  Movement of bitcoin
  Movement of exchange rates
  Feeling from the perspective of the stock market being unstable
  For now
  For now, let's secure a certain amount of cash positions
  And carefully identify undervalued stocks
  Let's go.

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• 新div OP : Not on a daily basis, but looking at it in 1-minute intervals, there seems to be a deliberate gradual process, but I do not understand.
  Although there may be an early change in trend due to political or geopolitical events, I do not know if there is stealthy intervention.

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• 新div OP : If the probability of a rate cut is low, the truth is that the yen will weaken.
  How will the exchange rate fare at the beginning of next week for now?

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• 新div OP : Looking at the daily chart, it's clearly happening. For now, change the position.

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• 新div OP : Are you intervening before Ueda's lecture on the 18th?
  Certainly, the movement of 2.5 yen in a short period is still downward. Is exchange intervention ahead of interest rate hikes?

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• 新div OP : The German government sold bitcoin, but I wonder how much it would be by now if they hadn't sold it?
  
  Trump participated in a bitcoin event and talked about the effectiveness of bitcoin before the election. I wonder if American bitcoin holders still voted for Trump. Is bitcoin part of the reserves of the USA? I don't know how much they hold, but if the US government holds bitcoin, maybe Germany wouldn't have sold?
  
  I don't know what will happen to bitcoin brands with Trump's inauguration.
  The value of gold
  The value of bitcoin
  It's surprising how much the value of bitcoin has increased.

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• 新div OP : It's uncertain whether it will come true, but Trump stated at the July Bitcoin World Conference that if he becomes president, he will hold Bitcoin as a reserve. It is unknown if accumulating virtual currency reserves can contribute to reducing the government's deficit. The movement of Bitcoin upon winning the presidential election is surprising Promising during the election and the triple red operation of the Congress. What will happen to the value of Bitcoin.

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• 新div OP : The German government sold the seized bitcoin for 0.288 billion dollars 4 months ago. Is it a 1.6 billion dollar opportunity loss?
  The USA government also holds the seized bitcoin.

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• 新div OP : The US government has seized 0.2 million bitcoin and holds a shareholding.

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• 新div OP : In September, interest rate cut reverses yield inversion
  In November, Trump's brand stands out in the presidential election
  
  There is quite a bias depending on the sector.

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• 新div OP : President Ueda will give a speech on the 18th.
  The current exchange rate level and high interest rates
  It is necessary to be cautious of hawkish remarks
  Next month, on December 19th,
  There will be a Bank of Japan monetary policy meeting
  At the previous policy meeting,
  Interest rate hikes were mentioned to have no impact on the appropriate economy
  Without clearly specifying the timing.
  The reason for the Bank of Japan's stock price increase is that
  Interest rate hikes increase banks' profits and performance
  Nikkei Average
  Semiconductor and automobile stocks are declining
  Financial banks are on the rise

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• 新div OP : December rate cut
  A 0.25% rate cut resulted in a 60% decrease
  The pre-market sentiment is negative.
  Stocks that rose and those that did not in the presidential election
  are distinct
  Semiconductor stocks are performing remarkably well
  Some stocks are rising while others are falling.
  
  NVIDIA's earnings will be announced on Thursday morning, the 21st.
  Be prepared for either scenario next week
  Make sure to think carefully over the weekend.
  7% interest and 3% performance
  U.S. bonds, 20-year bonds and U.S. bonds, 30-year bonds
  breaking through the high range
  U.S. bonds are also at last November's high range.
  Following rate cuts of 0.50% and 0.25%, the question remains on the height of the interest rates
  Will there be an unadjusted year-end rally?
  Will there be a year-end rally with adjustments?
  There are quite a few shorts in the market
  Micron
  ARM
  
  Stocks with short positions are really
  Which way to go?
  Reconsider your portfolio to be prepared.

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• 新div OP : US bonds, including 10-year bonds, are also in a high price range.

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• 新div OP : The lack of leadership by the Prime Minister was dangerously close to being overlooked. While it is understandable that he wants to increase his support, unlike Trump, the weak leader of the Liberal Democratic Party, the speaker of this dissolution, who is responsible for the defeat, is questioning the effectiveness of the policies he mentions. From Biden's retirement to Harris's declaration of defeat, looking at the press conference, it would be dignified for him to bid a hearty farewell.

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• 新div OP : Post-payments
  Fintech company with 0.15 billion users in 45 countries.
  Automatic payment installment for post-payment settlement, also having a Japan subsidiary.
  Convenient payment
  Convenience and popularization of cashless payments
  Diversification of post-payment settlements tailored to income
  
  Scheduled for listing in the USA with SoftBank investment

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• 新div OP : There are hits and misses in SoftBank investments, so it is important to carefully determine the business nature. In this industry, there is the USA PayPal payment service, which has recently had a low market capitalization despite being in good shape. Although transactions cannot be made with Moomoo, a Canadian company that is surging? This company has 0.15 billion users in 45 countries, so there is still potential for further growth as the user base expands in a way.

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• 新div OP : You can view articles with Klarna payment on Google.

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• 新div OP : 2 million transactions processed daily
  Usable with 0.5 million companies
  Because it is a mobile site payment service
  Conveniently from making payments at supermarkets
  A variety of payment services
  So you can
  People who use cashless payment services
  It's convenient for them
  For businesses, post-payment services
  Reduce the cost of change
  Easy management of individual customer sales data
  Helps with easy inventory management
  So there are benefits for partner companies.

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• 新div OP : Stock code
  If you look at the stock price of SEZL
  The industry and business model are similar
  But this one has a large number of users and is big in terms of affiliated companies and scale.

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• 新div OP : With the yen weakening against the dollar and high interest rates. Bonds are still being sold and interest rates are high.
  When you look at how gold goes down and up, it's hard to tell if it's at the bottom or the top, but considering the exchange rate of the dollar/yen and the yen's weakness, it seems to be reaching a fairly high level, and if you don't assume the worst, you'll get caught up in the August yen rally.
  Unlike bitcoin, ultimately gold has a strong credit base. It always has.
  In a world of inflation, the value of gold strengthens.

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• 新div OP : At 144 yen on August 6th
  139 yen on September 16th
  When looking at the bottom of the high yen exchange rate
  The purchase point for gold is
  To some extent, considering the high yen
  It is necessary to think carefully.
  The peak out of the high yen (゜Д゜≡゜Д゜)? is
  Quite influenced by political factors and central bank policies
  Need to pay attention to the trends in the USA
  and Japan.

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